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DOXGX vs SWLVX
DOXGX vs SWLVX Comparison
Open Charts DOXGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$56.35
Change-$2.46 (-4.18%)
VolumeN/A
Net Assets812.85M
DOXGX vs SWLVX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 119B vs. SWLVX (813M). SWLVX pays higher dividends than DOXGX: SWLVX (2.00) vs DOXGX (1.49). DOXGX was incepted earlier than SWLVX: DOXGX (3 years) vs SWLVX (7 years). DOXGX (0.46) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. DOXGX (12.00). SWLVX has a lower initial minimum investment than DOXGX: SWLVX (0) vs DOXGX (2500). SWLVX annual gain was more profitable for investors over the last year : 8.24 vs. DOXGX (4.91).
| DOXGX | SWLVX | DOXGX / SWLVX | |
| Total Expense Ratio | 0.41 | 0.04 | 1,171% |
| Annual Report Gross Expense Ratio | 0.46 | 0.04 | 1,314% |
| Fund Existence | 3 years | 7 years | - |
| Gain YTD | 3.071 | 2.707 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 813M | 14,637% |
| Annual Yield % from dividends | 1.49 | 2.00 | 75% |
| Returns for 1 year | 4.91 | 8.24 | 60% |
| Returns for 3 years | N/A | 17.77 | - |
| Returns for 5 years | N/A | 103.80 | - |
| Returns for 10 years | N/A | N/A | - |
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